INVESTMENT TRENDS

Financial planning

Investment Trends data points to rising costs but improving performance....

Superannuation

Survey reveals many SMSF investors adopted a defensive stance in anticipation of market crash....

Superannuation

New research by AMP on SMSFs released....

Financial planning

Shorter is desirable, but not if it reduces clarity....

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Financial planning

Structured products have evolved in the past year to become simpler and more affordable, writes CATHY KOVACS...

Financial planning

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

Financial planning

Separately managed accounts have experienced a difficult transition in the financial planning industry as a result of financial planners’ lack of knowledge and confidence...

Financial planning

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Financial planning

The first set of research performed on the Australian separately managed accounts market has shown the products currently on offer need to improve their functionality bef...

Superannuation

The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...

Financial planning

Xplan has beaten its competition by ranking first in an independent review of Australian financial planning software....

Financial planning

Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...

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Superannuation

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Financial planning

AMP Capital Investors has made its first serious foray into the retail market with the launch of four open ended funds through its Private Clients channel....

Superannuation

The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago